The purpose of this article is to provide direction to Outreach Users in sharing templates.
Creating and distributing templates is one of the most important parts of setting up an Outreach account for a new team. Shared templates are visible and can be used by the entire organization, while private templates are only accessible by the owner.
- Outreach Users
Update Share Permissions on Templates
- Click into the templates overview page from the left-hand navigation bar. If your navigation bar is expanded, this will appear as a paper icon. If your navigation bar is collapsed, templates are nested under the book icon.
- Find the template that needs adjustment and scroll down past the content compose window.
- Scroll down and change the Owner to "No Owner (Shared)" or change the share type to "Others can see and use it"
Note: If you are not able to adjust these settings, your Outreach Admin may need to adjust the governance profile settings to allow you to make changes.